KEPCO: Tailwind From Lower Energy Prices

Macrotips Trading
5.98K Followers
(7min)

Summary

  • KEPCO, South Korea's dominant power utility, is poised to benefit from lower fuel prices due to President Trump's tariffs, boosting its profitability.
  • KEPCO's reliance on coal and LNG, combined with falling energy prices, positions it for strong earnings in 2025.
  • Trading at a low valuation, KEPCO's stock offers significant upside potential, with the possibility of reinstating dividends.

Modern Powerplant producing heat

zhongguo

Last week, I highlighted EZCORP (EZPW) as a potential beneficiary of President Trump's tariff uncertainty. EZCORP's focus on providing pawn loans to low-income consumers may stand to benefit, as tariffs are likely to lead to weakening economic growth and

This article was written by

5.98K Followers
Author of the Macro Trends & Inflection Points Newsletter. I spent 5 years as a co-founder and hedge fund CIO / manager. Before that, I was a hedge fund analyst/portfolio manager at a leading Canadian alternative asset manager. I write articles as part of my own due diligence on the stocks that I find interesting.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in KEP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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